Optimus vs Chinese Humanoid Robots

Chinese humanoid robot shipments exploded (97% of global), with Agibot holding 44% global share. Analysis argues US companies like Tesla are deliberately holding back for quality and reliability. FCC ban on Chinese robots could be a major tailwind for Optimus. Tesla's Gen3 design finalized, 1k/week target by Sep. Chip suppliers are also key investment focus in the humanoid race.